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Urban Wealth Management’s Evergy EVRG Stock Holding History

Urban Wealth Management’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$5K Buy
+69
New +$4.68K 0.02% 242

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Urban Wealth Management's EVRG Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Evergy (EVRG) in Q2 2022: 69 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings.

638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Urban Wealth Management held 69 shares of Evergy worth $5K as of Q2 2022.
  • Evergy was a new Urban Wealth Management position in Q2 2022.
  • Evergy made up 0.02% of Urban Wealth Management's portfolio in Q2 2022, its #242 holding.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.